Purchases and Sales Made in Q2 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
866+ 1.58% |
$157K - $172K
|
55.8K
$14.1M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
854+ 3.62% |
$155K - $170K
|
24.4K
$6.15M
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
852+ 158.07% |
$154K - $169K
|
1.39K
$350K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
843+ 0.62% |
$153K - $168K
|
137K
$34.6M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
839+ 0.64% |
$152K - $167K
|
132K
$33.2M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
839+ 1.74% |
$152K - $167K
|
49.2K
$12.4M
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
828+ 2.59% |
$150K - $165K
|
32.7K
$8.25M
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
816+ 74.93% |
$148K - $162K
|
1.91K
$480K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
808+ 4.87% |
$146K - $161K
|
17.4K
$4.38M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
795+ 8.52% |
$144K - $158K
|
10.1K
$2.55M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
794+ 23.54% |
$144K - $158K
|
4.17K
$1.05M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
784+ 9.28% |
$142K - $156K
|
9.23K
$2.32M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
778+ 4.23% |
$141K - $155K
|
19.2K
$4.82M
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
777+ 12.41% |
$141K - $155K
|
7.04K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
768+ 44.47% |
$139K - $153K
|
2.5K
$628K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
759+ 12.56% |
$138K - $151K
|
6.8K
$1.71M
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
755+ 2.66% |
$137K - $150K
|
29.1K
$7.33M
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
754+ 4.15% |
$137K - $150K
|
18.9K
$4.77M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
746New |
$135K - $148K
|
746
$188K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
735+ 32.96% |
$133K - $146K
|
2.97K
$747K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
731+ 9.53% |
$133K - $145K
|
8.4K
$2.12M
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
730+ 2.34% |
$132K - $145K
|
31.9K
$8.04M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
730+ 6.28% |
$132K - $145K
|
12.4K
$3.11M
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
714+ 2.44% |
$129K - $142K
|
29.9K
$7.54M
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
708+ 1.15% |
$128K - $141K
|
62.2K
$15.7M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
706+ 39.51% |
$128K - $140K
|
2.49K
$628K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
703+ 1.42% |
$127K - $140K
|
50.1K
$12.6M
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
692+ 5.59% |
$125K - $138K
|
13.1K
$3.29M
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
690+ 6.85% |
$125K - $137K
|
10.8K
$2.71M
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
681+ 5.31% |
$123K - $135K
|
13.5K
$3.4M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
663+ 3.77% |
$120K - $132K
|
18.2K
$4.59M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
657+ 17.03% |
$119K - $131K
|
4.52K
$1.14M
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
651+ 3.23% |
$118K - $129K
|
20.8K
$5.24M
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
650+ 5.27% |
$118K - $129K
|
13K
$3.27M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
643+ 3.15% |
$117K - $128K
|
21.1K
$5.31M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
631+ 4.53% |
$114K - $125K
|
14.6K
$3.66M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
630+ 16.18% |
$114K - $125K
|
4.52K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
616+ 10.96% |
$112K - $123K
|
6.24K
$1.57M
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
616+ 7.1% |
$112K - $123K
|
9.3K
$2.34M
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
605+ 5.92% |
$110K - $120K
|
10.8K
$2.73M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
602+ 1.19% |
$109K - $120K
|
51.2K
$12.9M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
602+ 19.08% |
$109K - $120K
|
3.76K
$946K
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
601+ 1.23% |
$109K - $120K
|
49.5K
$12.5M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$109K - $119K
|
600
$151K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
597+ 1.48% |
$108K - $119K
|
40.9K
$10.3M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
592New |
$107K - $118K
|
592
$149K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
590+ 0.78% |
$107K - $117K
|
75.9K
$19.1M
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
583+ 2.39% |
$106K - $116K
|
25K
$6.3M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
578+ 36.24% |
$105K - $115K
|
2.17K
$547K
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
575+ 2.1% |
$104K - $114K
|
27.9K
$7.04M
|